Sean McKeon
Gestor de Cartera-Acciones en One Capital Management LLC .
Perfil
Mr. Sean McKeon is an Investment Adviser & Managing Director at One Capital Management LLC.
Mr. McKeon was previously employed as an Investment Adviser & Managing Director by FundX Investment Group LLC.
He has directed hundreds of client accounts, many spanning multiple generations.
A member of the firm’s investment committee and director of Client Account Operations, in 2015 he assumed the role of Chief Compliance Officer.
He received his undergraduate degree from Rutgers State University of New Jersey and an MBA from San Francisco State University.
Cargos activos de Sean McKeon
| Empresas | Cargo | Inicio |
|---|---|---|
One Capital Management LLC
 One Capital Management LLC Investment ManagersFinance One Capital Management LLC (OCM) is a registered investment advisor headquartered in Westlake Village, California. The firm was founded by Don McDonald in 2001 and is a subsidiary of OCM Capital Partners LLC, ultimately held by CI Financial Corp. (TSE: CIX, NYSE, NASDAQ: CIXX) in Canada. OCM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, corporations and other business entities. | Gestor de Cartera-Acciones | 02/05/2022 |
Antiguos cargos conocidos de Sean McKeon.
| Empresas | Cargo | Fin |
|---|---|---|
FundX Investment Group LLC
 FundX Investment Group LLC Investment ManagersFinance FundX Investment Group LLC (FundX) is an investment management firm headquartered in San Francisco, California. The firm was founded in 1969 as DAL Investment Co. and they are a subsidiary of One Capital Management LLC. FundX provides investment management services on a discretionary basis to individuals, high net worth individuals and their trusts and estates, charitable foundations, pension and profit sharing plans, corporations and mutual funds. | Oficial de Cumplimiento | 03/05/2022 |
Formación de Sean McKeon.
| Rutgers State University of New Jersey | Undergraduate Degree |
| San Francisco State University | Masters Business Admin |
Experiencias
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
One Capital Management LLC
One Capital Management LLC Investment ManagersFinance One Capital Management LLC (OCM) is a registered investment advisor headquartered in Westlake Village, California. The firm was founded by Don McDonald in 2001 and is a subsidiary of OCM Capital Partners LLC, ultimately held by CI Financial Corp. (TSE: CIX, NYSE, NASDAQ: CIXX) in Canada. OCM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, corporations and other business entities. | Finance |
FundX Investment Group LLC
FundX Investment Group LLC Investment ManagersFinance FundX Investment Group LLC (FundX) is an investment management firm headquartered in San Francisco, California. The firm was founded in 1969 as DAL Investment Co. and they are a subsidiary of One Capital Management LLC. FundX provides investment management services on a discretionary basis to individuals, high net worth individuals and their trusts and estates, charitable foundations, pension and profit sharing plans, corporations and mutual funds. | Finance |
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